Leader in online learning for 10 years
Fintelligence has been offering a comprehensive online learning platform on all relevant topics in banking, finance, compliance and wealth management … read more
News
Fintelligence is celebrating 10th anniversary
We are delighted to announce that Fintelligence is celebrating the 10th anniversary this year. We are privileged and grateful to … read more
Fintelligence expands the online learning offering by introducing modular e-learning SAQ recertifications
Discover the Fintelligence modular e-learning offering available for all SAQ profiles, and customize individual recertification package based on the topics … read more
Fintelligence expands the online learning offering by introducing modules on «ESG»
The Fintelligence online library has been further expanded by a comprehensive series of modules on ESG within the financial industry, … read more
Fintelligence expands the online learning offering by introducing modules on the new «Swiss Federal Act on Data Protection (FADP)»
Fintelligence expands the online learning offering by introducing modules on the new «Swiss Federal Act on Data Protection (FADP)» The … read more
New e-learning course available on “Crypto”
Fintelligence is continuously extending its library. Most recently, we have added the topic “Crypto”. The topic consists of four modules … read more
22 Sep, 6.30 pm at The Westin Singapore: Fintelligence Talent Forum on Learning and Development in the Post-pandemic era at Financial Services Institutions
Hear about the trends in learning and development in the post-pandemic era. Understand how digitalization and new social trends will … read more
Participate at the Global Talent Development Survey for Financial Services Providers
Research shows that the differentiating success factor in investment management and related businesses is the targeted development and appropriate management … read more
New e-learning course available on “Family Offices”
Fintelligence is continuously extending its library. Most recently, we have added the topic “Family Offices”. The topic consists of … read more
New e-learning module available on “Sustainability in Banking”
Fintelligence is continuously extending its library. Most recently, it has added the very topical and relevant online module “Sustainability in … read more
New e-learning module available on “Digitalisation in Banking and Fintech”
Fintelligence is continuously extending its library. Most recently, it has added a very topical and relevant online module: Many … read more
Fintelligence Market Study 2021/22 “Challenges and trends in banking in Switzerland”
We are pleased to present you this year’s market study “Challenges and trends in banking in Switzerland”. Once again, we … read more
Fintelligence is accredited by CISI
Wir freuen uns bekannt zu geben, dass Fintelligence von der CISI als akkreditierter Anbieter von Fortbildungen zugelassen wurde. Für weitere … read more
Proof of knowledge for entry in the Swiss Client Advisor Register
Sind Sie ein Kundenberater für Schweizer Kunden, dessen Gesellschaft nicht der prudentiellen Aufsicht in der Schweiz untersteht? Sie haben … read more
E-learning offering of Fintelligence accredited by the SAM (Swiss Association of Asset Managers)
External asset managers and their advisors can now participate at Fintelligence’s SAM-accredited e-learning programs and earn credit points. By doing … read more
VP Bank: Client advisors successfully SAQ-certified with Fintelligence
Mit Fintelligence als Ausbildungspartner hat die VP Bank im Laufe von 2018/19 ihre Kundenberaterinnen und Kundenberater erfolgreich nach dem SAQ-Branchenstandard … read more
Resource resilience for client advisors at banks
Das Weiterbildungsprogramm ‘Ressourcen-Resilienz für Kundenberater’ entwickelt Fähigkeiten und Fertigkeiten des Kundenberaters gezielt und nachhaltig weiter. Der Kundenberater erlernt Methoden, … read more
Fit for FinSA
Mit der Einführung von Fidleg und Finig stehen Finanzdienstleister und ihre Mitarbeiter vor neuen Herausforderungen. Gezielte Profilierung und Kategorisierung … read more
AML and Compliance E-Learning and E-Testing for Financial Institutions
Fintelligence offers E-Learning modules covering key topics of AML and Bank Compliance for employees at banks and asset management companies. … read more
SAQ Client Advisor Recertification: Attractive Online Solution
Fintelligence offers you an efficient and attractive way to recertify your SAQ Certificate ‘Client Advisory Bank’: you will get access … read more
Zuger Kantonalbank: Client advisors successfully certified with Fintelligence
Over the past 15 months, Zuger Kantonalbank has successfully certified its client advisors with Fintelligence as a training and certification … read more
Market Study on Trends in Private Banking 2018 – 2019
Private banking has been undergoing fundamental changes for quite some time. New consulting and pricing models are being introduced, while digitization redefines customer contacts, … read more